Connect Canopy Connect and Groundhogg

Both apps 34Canopy Connect 21Groundhogg 13

• Trigger
  Pull Completed

  Triggers when a new insurance pull arrives on your team — a prospect has submitted through Canopy Connect and their insurance profile has been processed.

• Action
  Create Monitoring

  Starts monitoring a pull's insurance account so its data refreshes on a fixed interval.

• Action
  Create Widget

  Creates a Canopy Connect link (widget) customers use to share their insurance.

• Action
  Delete Widget

  Deletes a Canopy Connect link (widget).

• Action
  Get Carrier

  Returns one insurance carrier Canopy Connect supports.

• Action
  Get Monitoring

  Returns one monitoring of a connected insurance account.

• Action
  Get Pull

  Returns one insurance pull with its policies, drivers, vehicles, dwellings and documents.

• Action
  Get Servicing Action

  Returns one servicing action and its status.

• Action
  Get Team

  Returns your Canopy Connect team's details.

• Action
  Get Widget

  Returns one Canopy Connect link (widget).

• Action
  List Carriers

  Returns the insurance carriers Canopy Connect can pull policies from.

• Action
  List Monitorings

  Returns your team's monitorings, the ongoing refreshes of connected insurance accounts.

• Action
  List Pulls

  Returns the insurance pulls (submitted insurance profiles) your team has received, newest first.

• Action
  List Servicing Actions

  Returns your team's servicing actions (policy changes requested on a customer's behalf).

• Action
  List Widgets

  Returns your team's Canopy Connect links (widgets) that customers use to share their insurance.

• Action
  Look Up Property Data

  Looks up property details (structure, year built, square footage and more) for an address. Requires a Canopy plan with property data lookups.

• Action
  Refresh Monitoring

  Refreshes a monitored insurance account right away, creating a new pull.

• Action
  Run Policy Check

  Runs a policy check on a pull against your team's saved policy check settings and returns the results.

• Action
  Stop Monitoring

  Stops a monitoring so the insurance account is no longer refreshed.

• Action
  Update Monitoring

  Changes a monitoring's refresh interval, next refresh date, stop date or status.

• Action
  Update Widget

  Updates a Canopy Connect link (widget).

• Trigger
  New Contact

  Triggers when a new contact is added to Groundhogg.

• Trigger
  New Note

  Triggers when a new note is added in Groundhogg.

• Action
  Add Tags to Contact

  Applies one or more tags to a Groundhogg contact, by tag ID or name.

• Action
  Create Contact

  Creates a new contact in Groundhogg with an email address, name, opt-in status, owner, custom fields and tags.

• Action
  Create Note

  Adds a note to a Groundhogg contact's record.

• Action
  Create Tag

  Creates a new tag in Groundhogg.

• Action
  Delete Contact

  Permanently deletes a contact from Groundhogg.

• Action
  Find Contacts

  Finds Groundhogg contacts whose email or name matches the search text and returns the matching contact records.

• Action
  Get Contact

  Returns a single Groundhogg contact by its ID, including its details, custom fields and tags.

• Action
  List Tags

  Returns the tags defined in your Groundhogg site.

• Action
  Remove Tags from Contact

  Removes one or more tags from a Groundhogg contact.

• Action
  Send Email to Contact

  Sends one of your Groundhogg emails to a contact.

• Action
  Update Contact

  Updates an existing Groundhogg contact's details, custom fields and tags.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.